Job Description Summary

Essential Duties 

• Lead the execution of more complex Broker financial analysis/modeling requests, which may include serving as a project manager on high-value client opportunities and portfolio transactions 

• Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current and historical)  

• Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions, identifying data gaps 

• Conduct market research to analyze property and market conditions; synthesize findings in a clear, concise manner  

• Communicate with Brokers and Broker teams to confirm request scope and review analysis findings; demonstrate ability to communicate findings in a clear, compelling manner, answer clarifying questions, and make timely, accurate revisions  

• Identify and communicate any missing information or unclear requests to ensure accurate analyses  

• Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies  

• Assist and mentor CMFA Analysts as they gain experience 

• Participates in the development of training resource tools and material in support of continuous Analyst development 

• Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements, and identifying common themes for continuous development and actioning next steps to lead further training? 

• Track and develop working knowledge of real estate fundamentals and industry trends 

• Support the CMFA Hub’s maturity by supporting process improvement and automation initiatives through communicating improvement opportunities and suggesting potential solutions, and participating in related project task teams and user acceptance testing groups, as needed 

• Performs other related duties as required or requested